Connect Tuskr and Clio to Build Intelligent Automations

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Tuskr

When this happens...

Choose an Action

Clio

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Test Run Result

New Test Run Result

runs when New Test Run Result

New Matter

New Matter

Triggers when a new matter is created

New Activity

New Activity

Triggers when a new activity is created

New Bill

New Bill

Triggers when a new bill is created

New Calender Entry

New Calender Entry

Triggers when a new calender entry is created

New Communication

New Communication

Triggers when a new communication is created

Do thisActions

Action is the task that follows automatically within your Tuskr integrations.

Add test run results

Add test run results

Add multiple test run results to Tuskr.

Find a Project

Find a Project

Find a Project using ID or Name.

Create Test Run

Create Test Run

Create a test run with the provided data.

Find a User

Find a User

Find a user by name

Create Task

Create Task

Creates a new task.

Update Person Contact

Update Person Contact

Updates an existing person contact.

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Frequently Asked Questions

How do I start an integration between Tuskr and Clio?

To start, connect both your Tuskr and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in Tuskr triggers actions in Clio (or vice versa).

Can we customize how data from Tuskr is recorded in Clio?

Absolutely. You can customize how Tuskr data is recorded in Clio. This includes choosing which data fields go into which fields of Clio, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Tuskr and Clio?

The data sync between Tuskr and Clio typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Tuskr to Clio?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Tuskr and Clio?

Yes, you can set conditional logic to control the flow of data between Tuskr and Clio. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Tuskr

About Tuskr

Tuskr is a comprehensive project management and task tracking tool designed to streamline workflows and enhance team productivity. It offers features like task assignments, progress tracking, and collaboration tools to ensure efficient project execution.

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Clio

About Clio

Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.

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